Looking to the future of private client services with Ocorian

The ask:

Ocorian, a global financial services company, asked us to collaborate on a campaign that asked what private client services would look like as we approach 2030. The main objective was to create a future-facing campaign that established them in the private client industry as subject matter experts, highlighting how they are adapting to ensure they are aligned with their clients’ requirements now and in the future.

The result:

We positioned Ocorian’s experts to clients and intermediaries through an editorial series featuring thought-provoking news hooks in nine articles.

The series looked back to the post-financial crash period of 2010, and compared it with the post-COVID-19 landscape of today, before exploring the trends that will shape the industry leading up to 2030.

We collaborated with Ocorian to formulate a content plan for the series utilising many different voices from the business. The topics included examining the 2008 crisis and questioning if today’s post-COVID economic conditions mirror that era; the transformation of the private client industry job and workplace environment; the great wealth transfer to the next generation; and the increasing interest in philanthropy among clients.

We worked with the relevant contributors for each article to draft intelligent, insightful copy designed to go on a newly created landing page on Ocorian’s website, dedicated to 2030 Trustee.

The series resulted in a sweep of coverage across local and specialist media. Notable publications included eprivateclient, Platform Africa, BL Global and Bailiwick Express.

Alongside anecdotal feedback from clients, intermediaries and peers reflecting the insightfulness of this campaign, the measures of success recorded through HubSpot showed that the report generated 45 new contacts for Ocorian, influenced a further 78 contacts, and produced a total of 677 views on the designated 2030 Trustee landing page on Ocorian’s website.

Alongside this, Michael Betley, Ocorian’s Global Head of Private Client, recorded four videos discussing the findings of this campaign which, together with all other 2030 Trustee LinkedIn posts to date, have had a reach of over 8,800 impressions.

“It is always both a pleasure and a relief working with Orchard.

“A pleasure because they have the talent to make any topic compelling and enjoyable, combining an upbeat approach with insight, careful attention to detail and spot-on execution. A relief because you know they will do a fantastic job and the outcome will be great, no matter your aims.”

Debbie Krupski, Marketing, Ocorian